feat: customer groups for people and companies with tahesab group sync and bulk register
Multiple groups per contact, legacy group text migrated, excel import/export, contacts filter and column, richer create-in-tahesab, match-first bulk export
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@@ -0,0 +1,85 @@
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-- CreateTable
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CREATE TABLE "CustomerGroup" (
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"id" TEXT NOT NULL,
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"organizationId" TEXT NOT NULL,
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"name" TEXT NOT NULL,
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"color" TEXT NOT NULL DEFAULT 'teal',
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"position" INTEGER NOT NULL DEFAULT 0,
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"tahesabConnectionId" TEXT,
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"tahesabGid" TEXT,
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"createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
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"updatedAt" TIMESTAMP(3) NOT NULL,
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CONSTRAINT "CustomerGroup_pkey" PRIMARY KEY ("id")
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);
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-- CreateTable
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CREATE TABLE "PersonGroupLink" (
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"personId" TEXT NOT NULL,
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"groupId" TEXT NOT NULL,
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"source" TEXT NOT NULL DEFAULT 'manual',
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"createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
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CONSTRAINT "PersonGroupLink_pkey" PRIMARY KEY ("personId","groupId")
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);
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-- CreateTable
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CREATE TABLE "CompanyGroupLink" (
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"companyId" TEXT NOT NULL,
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"groupId" TEXT NOT NULL,
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"createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
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CONSTRAINT "CompanyGroupLink_pkey" PRIMARY KEY ("companyId","groupId")
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);
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-- CreateIndex
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CREATE UNIQUE INDEX "CustomerGroup_organizationId_name_key" ON "CustomerGroup"("organizationId", "name");
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CREATE INDEX "CustomerGroup_organizationId_position_idx" ON "CustomerGroup"("organizationId", "position");
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CREATE INDEX "CustomerGroup_tahesabConnectionId_tahesabGid_idx" ON "CustomerGroup"("tahesabConnectionId", "tahesabGid");
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CREATE INDEX "PersonGroupLink_groupId_idx" ON "PersonGroupLink"("groupId");
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CREATE INDEX "CompanyGroupLink_groupId_idx" ON "CompanyGroupLink"("groupId");
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-- AddForeignKey
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ALTER TABLE "CustomerGroup" ADD CONSTRAINT "CustomerGroup_organizationId_fkey" FOREIGN KEY ("organizationId") REFERENCES "Organization"("id") ON DELETE CASCADE ON UPDATE CASCADE;
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ALTER TABLE "PersonGroupLink" ADD CONSTRAINT "PersonGroupLink_personId_fkey" FOREIGN KEY ("personId") REFERENCES "Person"("id") ON DELETE CASCADE ON UPDATE CASCADE;
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ALTER TABLE "PersonGroupLink" ADD CONSTRAINT "PersonGroupLink_groupId_fkey" FOREIGN KEY ("groupId") REFERENCES "CustomerGroup"("id") ON DELETE CASCADE ON UPDATE CASCADE;
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ALTER TABLE "CompanyGroupLink" ADD CONSTRAINT "CompanyGroupLink_companyId_fkey" FOREIGN KEY ("companyId") REFERENCES "Company"("id") ON DELETE CASCADE ON UPDATE CASCADE;
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ALTER TABLE "CompanyGroupLink" ADD CONSTRAINT "CompanyGroupLink_groupId_fkey" FOREIGN KEY ("groupId") REFERENCES "CustomerGroup"("id") ON DELETE CASCADE ON UPDATE CASCADE;
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-- تبدیل داده‌های قبلی: «گروه مشتری» اکسل (customFields.group) و «گروه‌بندی شرکت» (groupName).
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-- مقدارهای چندتایی با «،» «,» «/» جدا می‌شوند. برچسب‌های «وضعیت مشتری» که دیدار در همان ستون می‌گذارد گروه حساب نمی‌شوند.
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CREATE TEMP TABLE "_cg_src" AS
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SELECT p."organizationId" AS org, 'person' AS kind, p."id" AS ref, left(btrim(x), 80) AS name
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FROM "Person" p
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CROSS JOIN LATERAL regexp_split_to_table(p."customFields"->>'group', '\s*[،,/]\s*') AS x
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WHERE COALESCE(p."customFields"->>'group', '') <> ''
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UNION ALL
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SELECT c."organizationId", 'company', c."id", left(btrim(x), 80)
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FROM "Company" c
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CROSS JOIN LATERAL regexp_split_to_table(c."groupName", '\s*[،,/]\s*') AS x
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WHERE COALESCE(c."groupName", '') <> '';
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DELETE FROM "_cg_src"
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WHERE name = ''
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OR name IN ('مشتری تازه وارد', 'مشتری خوشحال', 'مشتری ناراضی', 'مشتری خاص');
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INSERT INTO "CustomerGroup" ("id", "organizationId", "name", "color", "position", "createdAt", "updatedAt")
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SELECT 'cgrp_' || md5(d.org || '|' || d.name), d.org, d.name, 'teal', 0, CURRENT_TIMESTAMP, CURRENT_TIMESTAMP
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FROM (SELECT DISTINCT org, name FROM "_cg_src") AS d
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ON CONFLICT ("organizationId", "name") DO NOTHING;
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INSERT INTO "PersonGroupLink" ("personId", "groupId", "source", "createdAt")
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SELECT DISTINCT s.ref, g."id", 'manual', CURRENT_TIMESTAMP
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FROM "_cg_src" s
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JOIN "CustomerGroup" g ON g."organizationId" = s.org AND g."name" = s.name
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WHERE s.kind = 'person'
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ON CONFLICT DO NOTHING;
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INSERT INTO "CompanyGroupLink" ("companyId", "groupId", "createdAt")
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SELECT DISTINCT s.ref, g."id", CURRENT_TIMESTAMP
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FROM "_cg_src" s
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JOIN "CustomerGroup" g ON g."organizationId" = s.org AND g."name" = s.name
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WHERE s.kind = 'company'
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ON CONFLICT DO NOTHING;
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DROP TABLE "_cg_src";
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@@ -160,6 +160,7 @@ model Organization {
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orgRoles OrgRole[]
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teams Team[]
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companies Company[]
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customerGroups CustomerGroup[]
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people Person[]
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attendanceEvents AttendanceEvent[]
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discAssessments DiscAssessment[]
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@@ -477,11 +478,13 @@ model Company {
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city String?
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postalCode String?
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address String?
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/// قدیمی؛ از نسخهٔ گروه‌بندی، گروه‌ها در CompanyGroupLink هستند
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groupName String?
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notes String?
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registeredAt DateTime?
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tags String[] @default([])
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customFields Json @default("{}")
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groupLinks CompanyGroupLink[]
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people Person[]
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deals Deal[]
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activities Activity[]
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@@ -505,6 +508,51 @@ model Company {
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@@index([ownerId])
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}
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/// گروه مشتری (مشترک بین اشخاص و شرکت‌ها؛ هر مشتری چند گروه)
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model CustomerGroup {
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id String @id @default(cuid())
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organizationId String
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organization Organization @relation(fields: [organizationId], references: [id], onDelete: Cascade)
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name String
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color String @default("teal")
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position Int @default(0)
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/// گروه متناظر در ته‌حساب (GID) روی همان اتصال
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tahesabConnectionId String?
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tahesabGid String?
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people PersonGroupLink[]
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companies CompanyGroupLink[]
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createdAt DateTime @default(now())
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updatedAt DateTime @updatedAt
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@@unique([organizationId, name])
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@@index([organizationId, position])
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@@index([tahesabConnectionId, tahesabGid])
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}
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model PersonGroupLink {
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personId String
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person Person @relation(fields: [personId], references: [id], onDelete: Cascade)
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groupId String
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group CustomerGroup @relation(fields: [groupId], references: [id], onDelete: Cascade)
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/// manual | tahesab — گروهِ ته‌حسابی با همگام‌سازی جایگزین می‌شود؛ دستی دست نمی‌خورد
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source String @default("manual")
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createdAt DateTime @default(now())
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@@id([personId, groupId])
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@@index([groupId])
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}
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model CompanyGroupLink {
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companyId String
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company Company @relation(fields: [companyId], references: [id], onDelete: Cascade)
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groupId String
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group CustomerGroup @relation(fields: [groupId], references: [id], onDelete: Cascade)
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createdAt DateTime @default(now())
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@@id([companyId, groupId])
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@@index([groupId])
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}
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model Person {
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id String @id @default(cuid())
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organizationId String
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@@ -541,6 +589,7 @@ model Person {
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mood PersonMood @default(newcomer)
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tags String[] @default([])
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customFields Json @default("{}")
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groupLinks PersonGroupLink[]
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loyaltyPoints Int @default(0)
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loyaltyTierId String?
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loyaltyTier LoyaltyTier? @relation(fields: [loyaltyTierId], references: [id], onDelete: SetNull)
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